LMCG INVESTMENTS, LLC

Position in DTE — Dte Energy Co

CIK 1470944 BOSTON, MA

Position in DTE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,141,103

+$32,904 QoQ

Shares Held

14,052

-2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#304

of 1,030 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Utilities · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $15,310,281 across 4 Utilities - Regulated Electric names. DTE ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	110,247	$12,662,970
2	DTE	Dte Energy Co This page	14,052	$2,141,103
3	WEC	Wec Energy Group, Inc.	2,245	$262,148
4	SO	Southern Co	2,550	$244,060

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,141,103	14,052	-2.5%	Shares	Sole	2026-07-22
2026-03-31	$2,108,199	14,418	-10.9%	Shares	Sole	2026-04-29
2025-12-31	$2,087,670	16,186	-2.9%	Shares	Sole	2026-02-03
2025-09-30	$2,358,203	16,674	-2.2%	Shares	Sole	2025-10-29
2025-06-30	$2,258,840	17,053	-4.0%	Shares	Sole	2025-07-24
2025-03-31	$2,455,951	17,762	-1.9%	Shares	Sole	2025-04-10
2024-12-31	$2,186,541	18,108	-7.1%	Shares	Sole	2025-01-16
2024-09-30	$2,503,224	19,494	-2.6%	Shares	Sole	2024-10-29
2024-06-30	$2,221,421	20,011	-0.5%	Shares	Sole	2024-08-09
2024-03-31	$2,256,256	20,120	-16.3%	Shares	Sole	2024-05-06
2023-12-31	$2,650,429	24,038	-3.9%	Shares	Sole	2024-02-08
2023-09-30	$2,482,496	25,005	-1.6%	Shares	Sole	2023-11-03
2023-06-30	$2,794,397	25,399	-2.5%	Shares	Sole	2023-08-03
2023-03-31	$2,853,517	26,050	-1.0%	Shares	Other	2023-05-05
2022-12-31	$3,091,156	26,301	-5.1%	Shares	Sole	2023-02-07
2022-09-30	$3,189,415	27,722	-1.3%	Shares	Other	2022-11-08
2022-06-30	$3,560,787	28,093	-0.7%	Shares	Sole	2022-08-08
2022-03-31	$3,741,674	28,301	—	Shares	Other	2022-05-10
No filing history on record for this holder in this stock.